Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
3.06% |
20.49% |
19.22% |
23.36% |
||
Growth Fund |
2.64% |
16.84% |
16.42% |
20.26% |
15.28% |
9.82% |
Balanced Fund |
2.03% |
12.93% |
12.92% |
16.48% |
12.31% |
6.92% |
Conservative Fund |
1.00% |
5.45% |
7.28% |
10.29% |
7.45% |
2.20% |
Homes and Income Fund |
0.41% |
1.92% |
4.14% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
1.56% |
13.69% |
6.68% |
11.98% |
6.41% |
2.52% |
NZ Bond Fund |
0.84% |
4.17% |
7.16% |
9.22% |
5.65% |
-0.34% |
NZ Cash Fund * |
0.30% |
1.89% |
4.19% |
5.98% |
||
Hedged Global Share Fund |
3.17% |
22.40% |
21.37% |
27.58% |
||
Unhedged Global Share Fund |
4.17% |
26.99% |
27.82% |
29.98% |
||
Hedged Global Bond Fund |
0.67% |
1.92% |
3.99% |
6.41% |
These returns are to 31-10-2025 and are before tax and after fund management fees. Yearly returns are per annum. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.